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Amplius Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Amplius Wealth Advisors’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-392
Closed -$56K – 562
2021
Q4 		$56K Buy
+392
New +$52.8K 0.01% 315

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amplius Wealth Advisors's KMB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 392 shares — an estimated $56K sold.

Amplius Wealth Advisors first reported a position in KMB in Q4 2021 and held it in 1 quarter. The position peaked at $56K in Q4 2021. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 392 Kimberly-Clark shares in Q1 2022, an estimated $56K.
  • Amplius Wealth Advisors first reported a position in Kimberly-Clark in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Kimberly-Clark position peaked at $56K in Q4 2021.
  • 1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.